Retail Personal Banker II - Chicago, IL (Andersonville)

Fifth Third Bank • Chicago, IL

6d • Onsite

About The Position

Selected candidates are intended to become Retail Personal Banker II after completing a 4–8 week onboarding and education program, including rotations in Operations and Sales & Service and a concluding certification. The role is a sales position focused on developing sales and relationships by promoting deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to meet customer needs while providing specialized care and service to existing and prospective customers.

The role uses a consultative sales and service process, approved tools, and staff referrals. It also involves managing risk within the Bank’s risk appetite, following policies and procedures, and supporting a positive customer experience. The position requires travel within the affiliate for training, travel outside the affiliate for classroom training, and scheduling flexibility. The work takes place in a normal office environment and involves extended viewing of computer screens.

Requirements

• College degree, relevant work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire consumer household and small business customers and/or cross-sell to established customers.
• Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
• S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) is required at the time of employment.
• Ability to travel within the affiliate for training and outside the affiliate for classroom training, and to accommodate scheduling flexibility.

Nice To Haves

• Experience in the financial industry is preferred.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Focus on cross-selling to existing customers and participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build working relationships with assigned Business Partners and refer customers when appropriate to provide holistic financial solutions.
• Meet or exceed customer experience and individual and team production goals, contributing to year-over-year revenue growth as measured by the Financial Center P&L.
• Guide CSRs on sales and referral processes.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions confidently and take ownership of customer issues.
• Protect confidential business information and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes and manage sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Stay current on Retail procedures for mitigating fraud and unnecessary risk or exposure.
• Complete the onboarding and education program, including Operations and Sales & Service rotations, and demonstrate role skills through certification.

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed